Meet your evolving needs with three integrated business lines in one professional services firm.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Julie Marchand


Bachelor - Bus. Admin.


Preparation: Individual: 10 years, S Corp: 1-3 years, Partnership: 3-5 years, Multi-State: 10 years, Gift: 1-3 years, Employee Benefit: 5 years
Review: Individual: 3-5 years, Multi-State: 1-3 years, Employee Benefit: 3 years
Tax Specialty: Rental Real Estate, Agriculture, Manufacturing, Personal service, Employee Benefit 5500 preparation
Profx Tax Champion: 10 years

Speaking engagements


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Minnesota Women of Today